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Carolyn Zuendel

@Legacy Bridge, Llc

Latest period2024 - Q3ReportedManaged Assets$185.699MTotal holdings293
Assets growth rate9.47%Assets growth rate (2-Q avg)4.36%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Bridge, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 293 positions.

Assets under management

The assets under management (AUM) of Legacy Bridge, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 185.699M in assets, with a quarterly growth rate of 9.47% and a 2-quarter average growth rate of 4.36%. The portfolio is managed by Carolyn Zuendel, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TJXTjx Cos Inc New
Recent Activity
Increased 0.43%
0.35%
$637,420
5,423 shares@ $117.55 avg price
VOOVanguard Index Fds
Recent Activity
Increased 3.48%
0.34%
$628,983
1,192 shares@ $527.68 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 2.09%
0.33%
$603,025
14,665 shares@ $41.13 avg price
NXTNextracker Inc
Recent Activity
Increased 10275.82%
0.33%
$594,995
15,875 shares@ $37.48 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 2.08%
0.24%
$431,406
738 shares@ $584.57 avg price
IJHIshares Tr
Recent Activity
Increased 5.53%
0.2%
$368,935
5,920 shares@ $62.33 avg price
NFLXNetflix Inc
Recent Activity
Increased 1.76%
0.07%
$123,413
174 shares@ $709.28 avg price
ORCLOracle Corp
Recent Activity
Increased 21.63%
0.05%
$89,120
523 shares@ $170.41 avg price
PHOInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 70.43%
0.05%
$80,684
1,210 shares@ $66.69 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 60%
0.04%
$58,569
120 shares@ $488.08 avg price